Client News provides the information you need to stay current with what’s happening.
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Changes Made to Escrow Analysis Statements
This morning (Feb 23, 2023) we made some adjustments to the layout and verbiage on escrow analysis statements, to address several issues brought to our attention by clients. Specifically: Based on a CFPB interpretation of a section of RESPA, we have removed all references to making a “lump sum” payment of an escrow shortage amount…. Read more »
Learn All About the Affordable Financing Options Offered by Auto Financial Group!
Is your credit union looking for new options to add to your lending programs? Do you have members who are experiencing difficulty with purchasing a new or used vehicle? We invite you to learn all about Auto Financial Group (AFG) and the affordable financing options they offer, including walk-away balloon and lease programs. AFG can… Read more »
Videos Now Available: Recent Events Hosted by Lender*VP
Four NEW videos are now available, based on events recently hosted by Lender*VP! If you missed our discussions on Contract Variable Rate Loans and Group Variable Rate Loans, video recordings of these webinars are available via the links below. Maintaining Contract Variable Rate Codes Maintaining Group Variable Rate Codes Savvy Money offers robust credit score… Read more »
A Note from Xtend: Inclement Weather for 2/22 through 2/24
Attention Xtend clients: The Grand Rapids area is expecting inclement weather from Wednesday, 2/22 through Friday, 2/24. This may affect the ability for some Xtend employees to commute to and from work. There are also a handful of clients who will be closed for precautionary reasons, which may lead to an increase in contact center… Read more »
MOP Manager, Available March 1st! Create and Maintain Your Own MOP Sites
MOP Manager, Available March 1st! Create and Maintain Your Own MOP Sites The Mobile Technologies Group is pleased to announce that, beginning March 1st, 2023, your credit union will have the ability to create your own credit union MOP sites, as well as the option to update any existing MOP sites that you may already… Read more »
Update to Request Center – Completed Custom Online Forms to be Deleted After 30 Days
Update to Request Center – Completed Custom Online Forms to be Deleted After 30 Days Starting Wednesday, March 29th, any/all custom online forms in Request Center will be automatically deleted 30 days after they are marked “Completed”. This automatic deletion of completed forms will become the retention policy moving forward. If your credit union wishes… Read more »
Check Out the 12 NEW Videos for Report Builder!
We’re excited to share 12 NEW videos for Report Builder! We’re pleased to be able to share these as a resource for clients across the cuasterisk.com network. Take a look at these new video topics by clicking the links below! Report Builder (Query) 1 Part 1: Exploring Existing Reports & Dashboards Part 2: Report Builder… Read more »
Check Out the NEW Topics Featured in this Edition of AnswerBook Digest!
AnswerBook is your go-to knowledge base for questions relating to CU*BASE software, products and services from CU*Answers. In this edition of AnswerBook Digest, we’re placing a spotlight on the following topics: What are some things that my credit union should consider when thinking about changing the rate on our credit cards? Check out this NEW topic! (AB… Read more »
Take a Look at the CU*Answers University Courses for March!
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in March! Thursday, March 2 9:30 AM – 10:30 AM ET CU Publisher – Launching Mobile Manager/Mobile Alerts/CU Info Register for web conference… Read more »
Introducing 7 NEW Videos on Call Wrap-Up Codes – Great Resources for Teller Training!
We’re excited to debut 7 NEW videos focusing on Call Wrap-Up Codes in Phone Operator! These are tutorial videos which include annotations and arrows to help guide you through the process of learning all about Wrap-Up Codes. These videos can be a helpful resource to incorporate into your teller training! Click the links below to… Read more »
Two for Tuesday
Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. View the Video
Take a Look at the CU*Answers University Courses for February
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in February! Learn More
Upgrade to Mobile 7.0 to Start Using MFA Functionality Today
Is your credit union planning to activate multi-factor authentication (MFA)? Don’t forget that you will need to upgrade to Mobile 7.0! Mobile 7.0 also seamlessly enrolls your credit union in our Annual Update Process, guaranteeing that you remain current with all forthcoming annual updates. For more details on getting started with MFA, click the button below. Learn More
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